Secure-24 Retirement Plan — Form 5500 plan (Secure-24, LLC)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Secure-24 Retirement Plan is a benefit plan reported by Secure-24, LLC under EIN 38-3630952 and plan number 001. The latest loaded filing year is 2023. The filing reports 836 participants and $43,640,535 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Secure-24, LLC
EIN
38-3630952
Plan number
001
Plan type
2
Location
Southfield, MI
Latest filing year
2023
Participants
836
End-of-year plan assets
$43,640,535

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023836H, C20241015163529NAL0029124977001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$43,640,535
Total liabilities (EOY)
$0
Net assets (EOY)
$43,640,535
Net assets (BOY)
$35,883,078

Income & contributions

Employer contributions
$1,347,615
Participant contributions
$4,507,102
Total contributions
$6,013,917
Total income / additions
$12,498,554

Expenses & distributions

Benefits paid
$4,732,717
Administrative expenses
$3,850
Total expenses
$4,741,097
Net increase / (decrease)
$7,757,457

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Commonwealth Financial NetworkADVISOR$0$130,2402023
Fidelity Investments InstitutionalRECORDKEEPER$3,850$02023

Related Form 5500 pages